IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.1M
3
+$3.75M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.5M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.17M

Top Sells

1
+$16.4M
2
+$16.1M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$12M
5
BP icon
BP
BP
+$11.3M

Sector Composition

1 Technology 6.24%
2 Financials 5.45%
3 Healthcare 5.13%
4 Consumer Discretionary 4.04%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.62M 0.21%
41,694
-459
102
$4.61M 0.21%
55,107
-69,150
103
$4.61M 0.21%
31,338
-10,560
104
$4.6M 0.21%
80,108
-26,112
105
$4.6M 0.21%
55,475
+18,047
106
$4.54M 0.21%
106,892
+6,281
107
$4.48M 0.2%
136,221
-84,195
108
$4.44M 0.2%
38,213
+1,322
109
$4.43M 0.2%
47,142
+1,378
110
$4.42M 0.2%
36,359
+917
111
$4.37M 0.2%
189,772
+11,982
112
$4.37M 0.2%
17,659
-511
113
$4.34M 0.2%
194,434
+14,952
114
$4.32M 0.2%
80,024
-1,812
115
$4.32M 0.2%
167,074
+14,827
116
$4.3M 0.2%
34,809
-13,724
117
$4.3M 0.2%
82,103
+6,836
118
$4.3M 0.19%
888,920
+43,920
119
$4.27M 0.19%
53,298
-3,946
120
$4.22M 0.19%
143,547
-51,288
121
$4.21M 0.19%
27,815
-318
122
$4.2M 0.19%
22,584
-1,868
123
$4.13M 0.19%
11,948
-5,158
124
$4.12M 0.19%
20,958
-15,451
125
$4.1M 0.19%
+68,153
3 4
5
6 7